Employee Management
How to Add an Administrator in LedgerSync
Overview This article outlines the steps to add a new administrator to your LedgerSync account. Administrator access grants full permissions to manage firm-wide settings, clients, and users. Steps 1. Log in to your LedgerSync account. 2. Click on ...
Can Admin share their personal Ledgersync "client" account with employees?
Every Ledgersync Administrator has a free internal/personal account. Can this Ledgersync client account be shared with other employees? Essentially when an administrator signs up to Ledgersync you get a free administrator Ledgersync account that only ...
Auto Assign all clients to all employees
By default Ledgersync allows you to create employees, These are the rules for employee visibility - Employees can set up their own clients and view them - Administrators can assign clients to other employees in the firm that they create or that other ...